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DataBind Charts to FinancialForce Data

Use the standard ADO.NET procedures for databinding to provide bidirectional access to FinancialForce data from controls in the Visual Studio toolbox. This article demonstrates a graphical approach using wizards in Visual Studio, as well as how to databind with only a few lines of code.

DataBinding enables bidirectional access to data from UI controls. You can use the CData ADO.NET Provider for FinancialForce to easily databind FinancialForce data to Windows Forms and Web controls in Visual Studio. This article shows how to use wizards to databind FinancialForce data to a chart that reflects any changes. The code walk-through section shows how to create a chart in 10 lines of code.

DataBind to a Chart

DataBinding consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

Follow the procedure below to use the Data Source Configuration Wizard to create a chart control and the connection to FinancialForce. In the wizard, you can select the FinancialForce entities you want to databind.

  1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu.
  2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
  3. In the Choose Your Data Connection step, click New Connection.
  4. In the Add Connection dialog, click Change to select the CData FinancialForce Data Source.

    Below is a typical connection string:

    User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Choose the database objects you want to work with. This example uses the Account table.

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to BillingState and the y-axis to Name.

  1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
  2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the FinancialForce data. Run the chart to display the current data.

Code Walk-through

DataBinding to FinancialForce data requires only a few lines of code and can be completed in three easy steps.

  1. Connect to FinancialForce.
  2. Create the FinancialForceDataAdapter to execute the query and create a DataSet to be filled with its results.
  3. DataBind the result set to the chart.

Below is the complete code:

FinancialForceConnection conn = new FinancialForceConnection("User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH"); FinancialForceCommand comm = new FinancialForceCommand("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'", conn); FinancialForceDataAdapter da = new FinancialForceDataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "BillingState"; chart1.Series[0].YValueMembers = "Name"; // Insert code for additional chart formatting here. chart1.DataBind();